Titan’s Tanishq Jewellery + Taniera Stores Glitter with Wedding

Titan’s jewelry business is broadly on track even as steep inflation in gold prices and lockdown dampened full year growth.

Indians Love Jewelry & Royal Wedding
Tanishq wedding jewelry portfolio comprises 16 community assortments under the brand Rivaah. Over the last few, the company has augmented its wedding jewelry range to add traditional and differentiated jewelry designs to suit local preferences in each region (higher localization). Further, it has tweaked pricing to narrow pricing gap with regional competition (competitive making charges for undifferentiated products and premium in case of (more…)

Can D-Mart compete Reliance Retail after Future Group Mergers ?

The exit of Pioneer Kishore Biyani’s Future Group is indeed an industry shaping event and one that highlights that winners will be few even though the opportunity for modern retailing in India is large. Online & multichannel Retailing Growth will be captured by large-scale, efficient players that are relentlessly focussed on delivering a superior value proposition to consumer (through better prices, sharp assortments, and convenience). A country of India’s size can easily accommodate 4 to 5 large scale national players. We see this consolidation as a sign of rising barriers to entry, which is positive for Avenue Supermart’s D-Mart Hypermarket Stores.

Reliance Retail and Future Retail combined will be larger than DMART. Given the superior and meticulous execution skills of DMart management, it is (more…)

Aditya Birla Fashion & Retail – Expansion by Franchisee Route

Aditya Birla Fashion Premium BrandKumarmangalam Birla Controlled Aditya Birla Fashion & Retail Ltd – [ABFRL] was carved out of merging Madura Garments and Pantaloon Retail. The strategy the management has explored is that Readymade garments are replacing demand for fabrics / stitched clothes with preference for western and casual wear combined with preference for brands with western positioning. In the women’s wear, they think that diminishing dominance of ethnic wear due to shift to casual wear and formal wear for women as more women join the workforce. Women’s wear market is mostly fragmented and unorganized. ABFRL has the following leading brands under its Umbrella.

Madura is predominantly a premium men’s wear player, housing India’s largest brands (Louis Philippe, Van Heusen, Allen Solly and Peter England) with 2.3 mn sq ft retail space and (more…)

Titan embraces O2O with Carat Lane Purchase

Titan CaratLane Online to OfflineTata group promoted Titan acquired a majority stake in Carat Lane Trading Private Limited, which is involved in the business of designing, manufacturing, trading and retailing (largely online) of gems and jewellery. Titan’s focus on its OMNI-channel strategy, store expansion potential and recent successful product launches offers an underappreciated opportunity for brand Tanishq to recruit new customers.

Titan management, synergies with the jewellery business of Carat Lane is very high and are as listed below (more…)

How Baba Ramdev Built Billion Dollar Patanjali Ayurveda?

Patanjali Ayurveda Billion DollarBaba Ramdev, within in a short timeframe of eight to ten years since inception, has created a splash in the Indian consumer market with Patanjali Ayurveda Ltd [PAL] Products spanning from Nutrition, Grocery, Home Care and Healthcare. PAL’s journey began as a small pharmacy shop in 1997 and later in 2000s it diversified into manufacturing and is now perhaps the most diversified consumer goods firm in India.

How could Baba Ramdev Achieve this ?
Baba left his home at the age of nine to study Sanskrit and yoga and is today a Yoga guru (preacher). He partnered with ‘Acharya’ Balkrisha in 1990s to manufacture medicines – Ramdev took responsibility of popularising yoga while Balkrishna focused (more…)

Why Bharti Retail Merge with Kishore Biyani’s Future Retail ?

Bharti Retail Merger with Future RetailFuture Retail (FRL) has announced the consolidation and realignment of retail operations with Bharti Retail (BRL). The FRL undertaking will be merged into BRL, and the retail infrastructure undertaking of BRL will be merged into FRL. Key transactions under the new agreement include (a)De-merger of the retail business of FRL into BRL (to be renamed following the de-merger). This company will have the retail operating business (b) De-merger of the retail infrastructure business of BRL into FRL (to be renamed following the de-merger). This company will have retail infrastructure and investments.

Prima facie, this deal will (more…)

Online / Stores – Jockey Says No To Discounts

Jockey-No-DiscountAggregators like Myntra, Flipkart, Amazon offer heavy discounts to customers, and this is against Page Industries‘ Master Franchisee of Jockey in India & South Asia approach of never discounting its products in any distribution channel, as such repeated discounting kills the aspirational value of the brand (Does this mean Nike & Other Global Retailers’ Brand Value is Knocked off ?]. Also, the lack of discounting on Page’s new e-commerce portal helps prevent a direct conflict against the brick-and mortar retailers who are forced NOT to sell products at discounted prices.

Stock availability of Jockey’s products on aggregator portals like Amazon, (more…)

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